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Client Associate Jobs in Indiana (NOW HIRING)

Cerity Partners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Ceritypartners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Arthur J. Gallagher & Co.

Client Service Associate

Carmel, IN · On-site

$14.50 - $19.75/hr

Branch Client Service Associate I At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be ...

Raymondjames

Client Service Associate

Fort Wayne, IN

$14.25 - $19.75/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Gallagher

Client Service Associate

Carmel, IN · On-site

$13.75 - $19/hr

The Branch Client Service Associate I contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating ...

Raymondjames

Client Service Associate

Carmel, IN · On-site

$14.50 - $20/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Raymondjames

Client Service Associate

Evansville, IN · On-site

$13.75 - $19/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

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Client Associate information

See Indiana salary details

$17.6K

$48.5K

$71.8K

How much do client associate jobs pay per year?

As of May 30, 2026, the average yearly pay for client associate in Indiana is $48,496.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $59,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Indiana? The most popular types of Client jobs in Indiana are:
What are popular job titles related to Client Associate jobs in Indiana? For Client Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Indiana look for? The top searched job categories for Client Associate jobs in Indiana are:
What cities in Indiana are hiring for Client Associate jobs? Cities in Indiana with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in IN? For Client Associate jobs in IN, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Indiana as of May 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 75% In-person, 6% Hybrid, and 19% Remote job distribution, with an average salary of $48,496 per year, or $23.3 per hour.
Client Service Associate

Client Service Associate

Cerity Partners

Indianapolis, IN • On-site

$70K - $75K/yr

Full-time

Posted 28 days ago

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.
Primary Responsibilities:
  • Frequent custodian interaction & paperwork processing.

  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

  • Schedule client meetings.

  • Basic preparation and follow-up for client meetings.

  • Prepare client forms and financial reports in advance of client meetings.

  • Attend meetings to take notes and send a summary to both the client and the advisory team.

  • Develop knowledge of investment accounts, products and the forms required to transact business.

  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Ongoing maintenance and quality control of CRM.

  • Organize advisory team meetings and events.

  • Receive client calls and resolve questions/issues as needed.

  • Execute client appreciation and retention activities.

Required Credentials:
  • Bachelor's degree

  • 5+ years of experience

Skills & Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.

  • Ability to work in a team based/collaborative environment.

  • Must accept and thrive in a fast-paced, changing environment.

  • Adherence to all compliance policies & procedures.

  • Demonstrate the Cerity Partners culture.

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.

  • Must be able to lift up to 15 pounds at times.

Compensation:
$70,000 - $75,000
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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